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For Companies At a Glance
- Tasks: Manage a portfolio of high-net-worth clients and supervise a small team.
- Company: Well-known accountancy firm located in Edinburgh City Centre.
- Benefits: Genuine career progression and opportunities for professional development.
- Why this job: Join a growing firm and make a real impact in personal tax advisory.
- Qualifications: ATT or CTA qualified with 5+ years in Personal Tax.
- Other info: Commutable from various locations with excellent team support.
The predicted salary is between 36000 - 60000 £ per year.
Are you an experienced Private Client and Personal Tax professional looking for a role offering genuine career progression? Situated in Edinburgh City Centre, this well‑known accountancy firm is currently recruiting for a technically strong Private Client Tax Manager. The role would suit either a qualified Manager looking to take their next step, or someone already working in a supervisory or managerial position. The firm has a growing client base driven by good marketing work and a high number of referrals. The successful applicant will be responsible for a portfolio of HNWIs & UHNWIs and will report into the Tax Partner. You will be tasked with supervising a small team, working on ad‑hoc tax advisory projects as well as other compliance‑focused areas (Income Tax, Capital Gains Tax, Inheritance Tax & Trusts). You will also be expected to conduct technical research for the use and benefit of your team.
Key Responsibilities
- Manage a private client portfolio, focusing on self‑assessment tax returns and advisory services.
- Supervise Tax Seniors and Trainees, providing guidance and reviewing their work.
- Contribute to departmental initiatives and training programs.
- Support Tax Partners and identify cross‑selling opportunities.
- Maintain up‑to‑date technical knowledge and participate in marketing activities.
Ideal Candidate
- ATT or CTA qualified with at least 5 years’ experience in Personal Tax within a practice environment.
The Edinburgh City office is commutable from areas such as Musselburgh, Livingston, Dunbar, Linlithgow, North Berwick etc.
Private Client Tax Manager - Edinburgh employer: Clark Wood
Contact Detail:
Clark Wood Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager - Edinburgh
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even grab a coffee with someone already in the field. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers, make sure to highlight your experience with HNWIs and UHNWIs. Share specific examples of how you've managed tax portfolios and tackled complex advisory projects.
✨Tip Number 3
Don’t forget to follow up! After interviews or networking events, drop a quick thank-you email. It keeps you fresh in their minds and shows your enthusiasm for the role. Plus, it’s just good manners!
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you. By applying directly, you’ll be in the best position to showcase your skills and stand out from the crowd. Let’s get you that Private Client Tax Manager role!
We think you need these skills to ace Private Client Tax Manager - Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Client Tax Manager role. Highlight your experience with HNWIs and UHNWIs, and don’t forget to showcase your supervisory skills. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your qualifications, like ATT or CTA, and share specific examples of your past successes in personal tax. We love a good story!
Show Off Your Technical Knowledge: Since the role involves technical research and compliance areas, make sure to demonstrate your up-to-date knowledge in Income Tax, Capital Gains Tax, and more. We’re looking for someone who can hit the ground running, so let us know what you know!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at Clark Wood
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of Income Tax, Capital Gains Tax, Inheritance Tax, and Trusts. The firm is looking for someone technically strong, so be prepared to discuss specific cases or scenarios where you've applied this knowledge.
✨Showcase Your Leadership Skills
As a Private Client Tax Manager, you'll be supervising a small team. Think of examples from your past where you've successfully led a team or mentored others. Be ready to share how you provide guidance and support to your colleagues.
✨Demonstrate Your Client Management Experience
Since you'll be managing a portfolio of HNWIs and UHNWIs, it's crucial to highlight your experience in dealing with high-net-worth clients. Prepare to discuss how you've built relationships and provided tailored tax advisory services in the past.
✨Stay Current and Engaged
The role requires maintaining up-to-date technical knowledge and participating in marketing activities. Show your enthusiasm for continuous learning and how you keep yourself informed about changes in tax legislation and trends in the industry.
